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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,108 | $63,346-3.5% | $92,239-33.8% | $70,124-12.9% |
| Participation rate | 90.6% | 68.7%+21.9pp | 76.5%+14.1pp | 69.5%+21.0pp |
| Annual return | 17.32% | 530.19%-512.9pp | 176.29%-159.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $8,053 | $2,471+225.9% | $3,680+118.9% | $2,342+243.8% |
| Participant deferral / active EE | $1,358 | $2,854-52.4% | $3,897-65.2% | $3,332-59.3% |
| Admin fee / account holder | $19,340 | $3,841+403.6% | $5,194+272.4% | $4,645+316.3% |